house · trading 2020-09-08 → 2022-11-08
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2021-01-04 | ECL | SELL | $1K–$15K | $214.31 | $285.91 2026-08-27 | -33.4% exit |
| 2021-01-04 | COP | SELL | $1K–$15K | $39.57 | $129.52 2026-08-27 | -227.3% exit |
| 2021-01-04 | CMP | SELL | $1K–$15K | $61.86 | $24.94 2026-08-27 | +59.7% exit |
| 2021-01-04 | CCEP | SELL | $1K–$15K | $48.40 | $107.32 2026-08-27 | -121.7% exit |
| 2021-01-04 | BRK.B | SELL | $50K–$100K | $228.45 | $503.70 2026-08-27 | -120.5% exit |
| 2021-01-04 | BIIB | SELL | $1K–$15K | $242.95 | $221.50 2026-08-27 | +8.8% exit |
| 2021-01-04 | BAC | SELL | $1K–$15K | $30.03 | $61.17 2026-08-27 | -103.7% exit |
| 2021-01-04 | ASMB | SELL | $1K–$15K | $72.48 | $34.80 2026-08-27 | +0.5% rt |
| 2021-01-04 | ARW | SELL | $1K–$15K | $97.62 | $208.96 2026-08-27 | -114.0% exit |
| 2021-01-04 | AAPL | SELL | $1K–$15K | $129.41 | $314.58 2026-08-27 | -143.1% exit |
| 2020-12-28 | SLNO | BUY | $1K–$15K | $28.65 | $53.01 2026-05-18 | +85.0% |
| 2020-12-28 | RETA | BUY | $1K–$15K | — | — | — |
| 2020-12-28 | ASMB | BUY | $1K–$15K | $72.12 | $34.80 2026-08-27 | -51.8% |
| 2020-12-21 | LBRDA | exchange | $1K–$15K | $156.26 | $35.99 2026-08-21 | -77.0% |
| 2020-09-25 | MNTA | SELL | $1K–$15K | — | — | — exit |
| 2020-09-08 | XOM | SELL | $1K–$15K | $38.18 | $156.44 2026-08-27 | -309.7% exit |
| 2020-09-08 | UNH | SELL | $1K–$15K | $307.25 | $395.05 2026-08-27 | -28.6% exit |
| 2020-09-08 | T | SELL | $1K–$15K | $22.29 | $25.43 2026-08-27 | -14.1% exit |
| 2020-09-08 | TGTX | SELL | $1K–$15K | $23.96 | $55.72 2026-08-27 | -132.6% exit |
| 2020-09-08 | STZ | SELL | $1K–$15K | $187.76 | $131.43 2026-08-27 | +30.0% exit |
| 2020-09-08 | STT.PG | SELL | $1K–$15K | $27.76 | $20.68 2026-08-26 | +25.5% exit |
| 2020-09-08 | SPG.PJ | SELL | $1K–$15K | $69.00 | $56.16 2026-08-26 | +18.6% exit |
| 2020-09-08 | SNX | SELL | $1K–$15K | $61.40 | $260.13 2026-08-27 | -323.7% exit |
| 2020-09-08 | NWL | SELL | $1K–$15K | $16.36 | $5.88 2026-08-27 | +64.1% exit |
| 2020-09-08 | MTB | SELL | $15K–$50K | $102.26 | $238.68 2026-08-27 | -133.4% exit |
| 2020-09-08 | MO | SELL | $1K–$15K | $43.07 | $67.67 2026-08-27 | -57.1% exit |
| 2020-09-08 | JNJ | SELL | $15K–$50K | $147.26 | $265.77 2026-08-27 | -80.5% exit |
| 2020-09-08 | INO | SELL | $1K–$15K | $115.32 | $1.26 2026-08-27 | +98.9% exit |
| 2020-09-08 | HD | SELL | $15K–$50K | $269.26 | $328.61 2026-08-27 | -22.0% exit |
| 2020-09-08 | F | SELL | $1K–$15K | $7.03 | $13.95 2026-08-27 | -98.4% exit |
| 2020-09-08 | CVX | SELL | $15K–$50K | $78.97 | $199.77 2026-08-27 | -153.0% exit |
| 2020-09-08 | BXP | SELL | $1K–$15K | $86.58 | $69.97 2026-08-27 | +19.2% exit |
| 2020-09-08 | BRK.B | SELL | $50K–$100K | $217.80 | $503.70 2026-08-27 | -131.3% exit |
| 2020-09-08 | BAND | SELL | $1K–$15K | $144.89 | $51.85 2026-08-27 | +64.2% exit |
| 2020-09-08 | ACAD | SELL | $1K–$15K | $38.20 | $29.73 2026-08-27 | +22.2% exit |
| 2020-09-08 | AAPL | SELL | $15K–$50K | $112.82 | $314.58 2026-08-27 | -178.8% exit |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Alan Armstrong | 34 · AAPL, BRK.B, BXP, CVX, F, HD |
| Sheldon Whitehouse | 25 · AAPL, F, HD, JNJ, MO, NWL |
| SUSAN M COLLINS | 25 · AAPL, CVX, HD, JNJ, NWL, STZ |
| Josh Gottheimer | 24 · AAPL, BRK.B, CVX, F, HD, JNJ |
| John A. Yarmuth | 22 · AAPL, BRK.B, CVX, HD, JNJ, MO |
| David A Perdue , Jr | 21 · AAPL, CVX, HD, JNJ, MO, STT.PG |
| K. Michael Conaway | 21 · AAPL, CVX, F, HD, JNJ, MO |
| Mike Kelly | 21 · AAPL, BRK.B, CVX, F, HD, JNJ |
| James B. Renacci | 20 · AAPL, CVX, HD, JNJ, MO, STZ |
| Thomas H Tuberville | 20 · AAPL, BRK.B, CVX, F, JNJ, NWL |
| Thomas R Carper | 20 · AAPL, F, HD, JNJ, MO, NWL |
| John Boozman | 19 · AAPL, CVX, HD, JNJ, UNH, XOM |